First Trust Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

First Trust Advisors’s Portfolio WIW Stock Details WIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.15M	Buy	375,031 +21,836	+6%	+$185K	﹤0.01%	1813
2026 Q1	$2.99M	Buy	353,195 +31,198	+10%	+$268K	﹤0.01%	1732
2025 Q4	$2.77M	Buy	321,997 +27,112	+9%	+$239K	﹤0.01%	1736
2025 Q3	$2.62M	Buy	294,885 +91,709	+45%	+$811K	﹤0.01%	1712
2025 Q2	$1.78M	Buy	203,176 +42,474	+26%	+$364K	﹤0.01%	1866
2025 Q1	$1.41M	Buy	160,702 +67,755	+73%	+$584K	﹤0.01%	1919
2024 Q4	$769K	Buy	92,947 +55,581	+149%	+$480K	﹤0.01%	2135
2024 Q3	$330K	Sell	37,366 -2,487	-6%	-$21.4K	﹤0.01%	2257
2024 Q2	$339K	Sell	39,853 -1,808	-4%	-$15.4K	﹤0.01%	2188
2024 Q1	$360K	Sell	41,661 -38,614	-48%	-$332K	﹤0.01%	2211
2023 Q4	$696K	Sell	80,275 -2,718	-3%	-$22.9K	﹤0.01%	2068
2023 Q3	$683K	Buy	82,993 +2,034	+3%	+$17.8K	﹤0.01%	2078
2023 Q2	$717K	Buy	80,959 +665	+0.8%	+$6.04K	﹤0.01%	2059
2023 Q1	$735K	Sell	80,294 -12,611	-14%	-$117K	﹤0.01%	2048
2022 Q4	$848K	Sell	92,905 -3,301	-3%	-$30.9K	﹤0.01%	2013
2022 Q3	$873K	Sell	96,206 -5,614	-6%	-$57.7K	﹤0.01%	2047
2022 Q2	$1.07M	Sell	101,820 -238	-0.2%	-$2.61K	﹤0.01%	1959
2022 Q1	$1.23M	Buy	102,058 +29,558	+41%	+$366K	﹤0.01%	1974
2021 Q4	$985K	Buy	72,500 +487	+0.7%	+$6.58K	﹤0.01%	2062
2021 Q3	$957K	Buy	72,013 +22,799	+46%	+$303K	﹤0.01%	2060
2021 Q2	$645K	Buy	49,214 +1,627	+3%	+$20.7K	﹤0.01%	2194
2021 Q1	$579K	Sell	47,587 -107	-0.2%	-$1.31K	﹤0.01%	2170
2020 Q4	$592K	Sell	47,694 -1,154	-2%	-$13.5K	﹤0.01%	2077
2020 Q3	$549K	Sell	48,848 -1,322	-3%	-$15K	﹤0.01%	2007
2020 Q2	$550K	Sell	50,170 -2,732	-5%	-$28.7K	﹤0.01%	1986
2020 Q1	$506K	Buy	52,902 +2,426	+5%	+$27K	﹤0.01%	1932
2019 Q4	$582K	Buy	50,476 +831	+2%	+$9.29K	﹤0.01%	2072
2019 Q3	$550K	Buy	+49,645	New	+$555K	﹤0.01%	2085

Other funds holding WIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

First Trust Advisors's WIW Position: Q2 2026 in Review

First Trust Advisors increased its Western Asset Inflation-Linked Opportunities & Income Fund (WIW) stake by 6.2% in Q2 2026, buying an estimated $185K and bringing the position to 375,031 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

First Trust Advisors first reported a position in WIW in Q3 2019 and has held it in 28 quarters since. 100 funds tracked by Wall St. Rank hold WIW as of Q2 2026.

First Trust Advisors held 375,031 shares of Western Asset Inflation-Linked Opportunities & Income Fund worth $3.15M as of Q2 2026.
First Trust Advisors bought 21,836 Western Asset Inflation-Linked Opportunities & Income Fund shares in Q2 2026, an estimated $185K.
Western Asset Inflation-Linked Opportunities & Income Fund made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1813 holding.
First Trust Advisors first reported a position in Western Asset Inflation-Linked Opportunities & Income Fund in Q3 2019 and has held it in 28 quarters since.
100 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Opportunities & Income Fund as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.